See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,464 | $94,625-19.2% | $116,228-34.2% | $84,808-9.8% |
| Participation rate | 83.5% | 70.4%+13.1pp | 74.6%+9.0pp | 68.3%+15.2pp |
| Annual return | 12.60% | 20.40%-7.8pp | 90.06%-77.5pp | 40.90%-28.3pp |
| Employer contribution / active EE | $964 | $2,347-58.9% | $2,994-67.8% | $2,631-63.4% |
| Participant deferral / active EE | $4,266 | $3,972+7.4% | $4,953-13.9% | $4,212+1.3% |
| Admin fee / account holder | $10,454 | $10,091+3.6% | $11,989-12.8% | $7,344+42.4% |